FWL Investment Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

FWL Investment Management’s Portfolio UYLD Stock Details UYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94K	Hold	38	–	–	﹤0.01%	416
2026 Q1	$1.94K	Hold	38	–	–	﹤0.01%	321
2025 Q4	$1.95K	Hold	38	–	–	﹤0.01%	338
2025 Q3	$1.95K	Hold	38	–	–	﹤0.01%	310
2025 Q2	$1.94K	Hold	38	–	–	﹤0.01%	291
2025 Q1	$1.95K	Hold	38	–	–	﹤0.01%	274
2024 Q4	$1.94K	Hold	38	–	–	﹤0.01%	288
2024 Q3	$1.95K	Buy	+38	New	+$1.95K	﹤0.01%	273

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWL Investment Management's UYLD Position: Q2 2026 in Review

FWL Investment Management held its Angel Oak UltraShort Income ETF (UYLD) position steady in Q2 2026 at 38 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

FWL Investment Management first reported a position in UYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.95K in Q3 2024. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

FWL Investment Management held 38 shares of Angel Oak UltraShort Income ETF worth $1.94K as of Q2 2026.
FWL Investment Management left its Angel Oak UltraShort Income ETF share count unchanged in Q2 2026.
Angel Oak UltraShort Income ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #416 holding.
FWL Investment Management first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's Angel Oak UltraShort Income ETF position peaked at $1.95K in Q3 2024.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.